Companies don't make strategic choices in a vacuum.

They post-hoc rationalize the thing that already roughly works for them or the position they're already backed into.

They might proclaim loudly "This is what the future will clearly be" (based on extrapolating their own current cost structures).

That should be read more like "Boy, I sure do hope that the things I'm good at become increasingly important..."

Companies understand their own strategy by retconning what they've been doing.

And that retconning strategy isn't done in a vacuum, it's influenced by what others think they're doing.

For example, what Stratechery thinks your strategy is almost certainly influences what your strategy actually is.

In a slime mold of an organization, a strategy that sounds plausible (based on a savvy external analysis) is one that everyone knows everyone else has read, and it can become increasingly true in the organization, as everyone acts just a little bit more like it's true, assuming that's how others in the organization will act.